Investment Services Assistant
4 days ago
We are seeking a highly motivated and detail-oriented individual to join our Asset Management Services team as a Investment Services Assistant. The successful candidate will be responsible for providing administrative support to the team, including monitoring incoming communications, generating quarterly statements, and maintaining accuracy of fee-based accounts. You will also assist with various projects and initiatives related to fee-based accounts and provide administrative support to the team.
Responsibilities
- Monitor incoming communications for general fee-based inquiries as required.
- Generate quarterly statements for managed accounts programs, including setting up and maintaining client accounts for statement creation purposes.
- Process incoming documentation for fee-based accounts.
- Maintain accuracy of fee-based accounts for billing.
Qualifications
- Post-secondary diploma or degree.
- Two years of related industry experience is preferred.
- Proficiency with Microsoft Office (Word, Excel, PowerPoint, Access) with a willingness and ability to learn new applications.
- Familiarity with Dataphile, Croesus, or similar service providers would be an asset.
- Superior analytical and problem-solving skills.
- Ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and attention to detail.
- Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills.
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